On February 28, Cambridge Technology said on the interactive platform that with the acceleration of the construction of data centers, especially AIComputing Power, it is expected that operators’ demand for high-speed optical modules will rise in 2025. On the one hand, the global optical transceiver market is on the rise, and the company has launched related products. On the other hand, the construction of 5G networks and the development of industrial Internet will also bring incremental demand. However, the competition in the industry is fierce, and if other manufacturers launch more competitive products, or the operator’s construction plan is adjusted, it may affect the company’s high-speed optical module product sales.
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